Contradictions Abound: Pick your Battles
The latest leading investment strategy report by SG CIB Cross Asset Research
For institutional investors only
SG CIB Cross Asset Research team has published today its new Multi Asset Portfolio - Contradictions Abound: Pick your Battles, its leading quarterly investment strategy report.
Seven Key Calls:
Key call 1: Protect against higher G10 inflation prints
Key call 2: Gear to inflation divergence G10 - EM countries
Key call 3: In search of value and positive carry
Key call 4: China's restructuring to trigger market volatility
Key call 5: The eurozone recovery gains momentum
Key call 6: Keep high exposure to commodities and commo-linked assets
Key call 7: Focus on portfolio protection
View below a video with Alain Bokobza, Head of Global Asset Allocation, SG CIB Cross Asset Research.
Access all reports on www.sgresearch.com